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Form 5500 · Employee benefit plan · HICKORY, NC

ALEX LEE, INC.

Public Form 5500 records show how ALEX LEE, INC. (HICKORY, NC) structures its employee benefits. Its broker of record is EMPLOYEE PLANS & INS CONSULTANTS. Coverage is written through AETNA LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in September.

Benefits broker of record
Plan renews
September

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-1780605 · plan 501 · as of Jul 2026

Participants
3,841
Carriers on file
3
Disclosed commissions
$273,042
Renewal month
September

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
AETNA LIFE INSURANCE COMPANYDental3,392September$145,606
AETNA LIFE INSURANCE COMPANYDental3,919September$109,713
AETNA LIFE INSURANCE COMPANYVision6,999September$17,723

Questions

Who is ALEX LEE, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, ALEX LEE, INC.'s broker of record is EMPLOYEE PLANS & INS CONSULTANTS.

What insurance carrier does ALEX LEE, INC. use?

ALEX LEE, INC.'s benefit plan is written through AETNA LIFE INSURANCE COMPANY, among 3 disclosed carriers.

When does ALEX LEE, INC.'s group plan renew?

The most recent Schedule A policy period for ALEX LEE, INC. ended in September. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from ALEX LEE, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.